Oct 24, 2025
Here's some news flow on F this morning
Ford Motor rallies as underlying business shows strength amid tariffs, plant fire headwinds
Ford Motor rallies as underlying business shows strength amid tariffs, plant fire headwinds
- Ford Motor (F) delivered stronger-than-expected Q3 results, with both EPS and revenue exceeding estimates as unit sales rose 8.2% yr/yr to 545,522 vehicles. The beat was driven by robust demand for SUVs and pickup trucks, alongside a record quarter for electric vehicles (EVs). Adjusted EBIT was flat yr/yr at $2.6 bln but topped expectations, underscoring solid operational performance despite ongoing cost pressures.Ford's Model e (EVs) segment posted a 52% yr/yr revenue surge to $1.8 bln, supported by strong sales of the Mustang Mach-E and F-150 Lightning ahead of the EV tax credit expiration. However, segment EBIT declined to $(1.41) bln from $(1.23) bln, reflecting higher input costs, tariffs, and the Louisville Assembly Plant changeover..
- Ford also plans to boost F-150 and F-Series Super Duty production by over 50,000 trucks in 2026 to meet demand and offset lost output. F-150 Lightning production remains paused as Ford prioritizes its gas and hybrid models amid strong consumer demand.
- Briefing.com Analyst Insight: Ford's Q3 report reinforced its underlying operational strength and demand resilience, even in the face of temporary disruptions. The beat across earnings and sales demonstrates that its core ICE business remains healthy while EV adoption continues to gather momentum. Although the reduced FY25 guidance initially looks disappointing, management's transparency in attributing the shortfall to the Novelis fire -- a one-off event -- is giving investors confidence. In fact, Ford's commentary that EBIT would have exceeded prior guidance underscores the health of the underlying business... the company appears well-positioned for a rebound in 2026 once the supply issues abate. While execution risks remain, Ford's swift operational response and production recovery plans suggest the recent headwinds are temporary rather than structural.
- Ford Motor Could Be a 'Compelling 2026 Story' if EV Losses Improve, RBC Says10:53 AM EDT, 10/24/2025 (MT Newswires) -- Ford Motor (F) could make for a "compelling 2026 story" if the automaker is able to reduce its losses related to electric vehicles and tariffs come down further, RBC Capital Markets said. The brokerage said..
- JPMorgan Adjusts Price Target on Ford Motor to $14 From $13
MT Newswires - 9:32 AM ET
09:32 AM EDT, 10/24/2025 (MT Newswires) -- Ford Motor (F) has an average rating of hold and mean price target of $11.65, according to analysts polled by FactSet. (MT Newswires covers equity, commodity and economic research from major banks and resea.. - RBC Raises Price Target on Ford Motor to $12 From $11, Keeps Sector Perform Rating
MT Newswires - 7:51 AM ET
07:51 AM EDT, 10/24/2025 (MT Newswires) -- Ford Motor (F) has an average rating of hold and mean price target of $11.65, according to analysts polled by FactSet. (MT Newswires covers equity, commodity and economic research from major banks and resea...
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